The access point for all administrative settings is the button located in the left navigation sidebar. You'll also find shortcuts here for the most common administrative actions. (See below.)

Note: The admin area is shared between our PowerMetrics and Klips products. As such, you may see some settings that are not applicable to the product you use. For example, user properties and company properties apply to Klips, not PowerMetrics. This article only describes items that are relevant for PowerMetrics users. Go here if you use Klips.

Viewing and managing account settings

Clicking Account opens the Account page, where you view and manage account-wide settings, such as the account #, company name, primary contacts, billing, and payment history. This is also where you can delete the company account.

Learn more about:

• Deleting the company account.

Viewing and changing your pricing plan

Clicking Plan opens the Plan page, where you can view and make changes to your current plan.

Learn more about:

• PowerMetrics plans.

Configuring general settings

Clicking Settings opens the Settings page, where you configure branding and themes, security options (such as password requirements, lockout details,  IP range restrictions, and published views), and general settings (such as time zone, date locale, start of week, and granting access to our Support Team). Depending on your account type and setup, you may also access single sign-on and domain alias settings here.

Learn more about:

• Changing your dashboard logo.
• Customizing lockout settings.
• Setting up an IP address range.
• Setting a time zone.
• Setting the date locale.
• Modifying the first day of the week.
• Granting access to the Support Team.

Managing account connections

Clicking Connections opens your list of connected accounts, where you can view, rename, share, re-authorize, and delete connections to services.

Learn more about:

• Managing OAuth tokens for connected accounts.

Managing users

Clicking Users opens your list of users, where you can view, add, or delete users. You can also enter information for each user, including their first and last name and email address. Group and role membership is managed here on a per user basis. This is also where you configure sign-in options and multi-factor authentication for each user.

Learn more about:

• Inviting users to your account.
• Sign-in options and multi-factor authentication.

Viewing and managing personal settings

Clicking My profile provides access to personal settings, for example, your first and last name, email address, password, and User ID. This is also where you can switch your sign-in type, enable or disable multi-factor authentication, view your current API key or generate a new API Key, and manage group membership.

Configuring integrations

Clicking Account and then selecting Integrations, opens the Integrations page. For Stripe users, you can install the Klipfolio PowerMetrics for Stripe app here (via a link to the Stripe Marketplace). After installing PowerMetrics for Stripe, you can connect and disconnect to your account from this page.

Learn more about:

• Klipfolio PowerMetrics for Stripe.

Managing roles and permissions

Clicking Account and then selecting Roles, opens the Roles page, where you can add or remove users for each role. You can also view the permissions associated with each role. Note: The default roles that are included in Klipfolio cannot be edited or deleted.

Learn more about:

• Roles and permissions.

Managing groups

Clicking Account and then selecting Groups, opens the Groups page, where you can add and delete groups, edit group names and descriptions, see which data feeds are shared with a group, and manage group membership (see which users are in a group and add users to or remove them from a group).

Learn more about:

• Creating groups.

Monitoring limits for your account

Clicking Account and then selecting Activity gives you access to your event logs. To view and monitor account usage and limits, we recommend doing so from your PowerMetrics homepage by clicking the Usage button in the left navigation sidebar.

Learn more about:

• Accessing account usage information.

Accessing other Klipfolio products

Clicking Account and then selecting Products takes you to the All Apps page where you can access all Klipfolio products, including PowerMetrics, Klips, and MetricHQ.

Returning to product

When you're ready to exit the administration area and return to the product, click Back to PowerMetrics  at the top of the left navigation sidebar.